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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,954 | $115,814+71.8% | $101,275+96.4% | $158,982+25.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.83% | 56.16%-47.3pp | 46.48%-37.6pp | 302.99%-294.2pp |
| Employer contribution / active EE | $30,423 | $4,176+628.6% | $3,660+731.2% | $4,763+538.8% |
| Participant deferral / active EE | $2,074 | $4,958-58.2% | $4,371-52.5% | $5,983-65.3% |
| Admin fee / account holder | $14,177 | $7,249+95.6% | $5,948+138.3% | $11,252+26.0% |